SIMPLIFY EXCHANGE TRADED FUN

Watch

Share

MTBA·82889N525·US·ETF·Unknown - Unknown

MTBA (SIMPLIFY EXCHANGE TRADED FUN) is held by 45 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($122.4M), WELLS FARGO & COMPANY/MN ($82.8M), MML INVESTORS SERVICES, LLC ($80.7M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (45)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.5M(+8.9%)	$122.4M	0.0%	+3.44%	33
WELLS FARGO & COMPANY/MN	Decreased	1.7M(-2.4%)	$82.8M	0.0%	+4.31%	0
MML INVESTORS SERVICES, LLC	Decreased	1.6M(-7.0%)	$80.7M	0.2%	+4.42%	0
LPL Financial LLC	Increased	582,643(+3.8%)	$28.8M	0.0%	+0.58%	30
ROYAL BANK OF CANADA	Increased	291,789(+15.8%)	$14.4M	0.0%	+3.00%	32
Bank of New York Mellon Corp	Increased	261,015(+0.8%)	$12.9M	0.0%	+1.05%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	227,652(+4.4%)	$11.3M	0.0%	+4.49%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	175,942(-49.9%)	$8.7M	0.0%	+1.45%	0
Sanctuary Advisors, LLC	Increased	159,902(+4.2%)	$7.9M	0.0%	+2.29%	29
BANK OF MONTREAL /CAN/	Increased	155,241(+20.2%)	$7.7M	0.0%	0.00%	33
JPMORGAN CHASE & CO	Increased	145,765(+4.2%)	$7.2M	0.0%	+2.89%	29
Calamos Advisors LLC	Decreased	119,060(-23.8%)	$5.9M	0.0%	+0.39%	0
Tidal Investments LLC	Decreased	112,748(-61.3%)	$5.6M	0.0%	-2.51%	0
Private Advisor Group, LLC	Increased	106,068(+1.8%)	$5.2M	0.0%	+3.03%	27
TRUIST FINANCIAL CORP	Increased	86,005(+4.2%)	$4.3M	0.0%	+1.59%	28
CITADEL ADVISORS LLC	Increased	83,593(+91.5%)	$4.1M	0.0%	-2.70%	42
BENJAMIN EDWARDS INC	Increased	59,170(+5.9%)	$2.9M	0.0%	+2.43%	28
OPOrion Porfolio Solutions, LLC	Increased	58,572(+5.3%)	$2.9M	0.0%	+2.43%	28
FIRST MANHATTAN CO. LLC.	Unchanged	50,000	$2.5M	0.0%	+7.21%	0
Envestnet Portfolio Solutions, Inc.	Decreased	40,153(-55.1%)	$2M	0.0%	+1.56%	0

Showing 1-20 of 53

Per page:

1 / 3

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

346 holders · $23.2B

SPYState Street Spdr S&p 500 Etf Trust TR UNIT

295 holders · $273B

IVViShares Trust CORE S&P500 ETF

266 holders · $436.8B

VOOVANGUARD INDEX FDS

245 holders · $223.5B

IWMISHARES TR

244 holders · $61.3B

GLDSPDR GOLD TR

242 holders · $39.2B

QQQInvesco QQQ Trust, Series 1 UNIT SER 1

241 holders · $91.2B

XLFSELECT SECTOR SPDR TR

224 holders · $30.2B

EFAiShares Trust MSCI EAFE ETF

223 holders · $44B

XLVSELECT SECTOR SPDR TR

217 holders · $20.8B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer